McCarter Private Wealth Services’s Blackstone Secured Lending BXSL Stock Holding History

McCarter Private Wealth Services’s Portfolio BXSL Stock Details BXSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-23,884	Closed	-$566K	–	185
2026 Q1	$566K	Hold	23,884	–	–	0.25%	86
2025 Q4	$629K	Sell	23,884 -875	-4%	-$23.5K	0.28%	73
2025 Q3	$645K	Buy	+24,759	New	+$744K	0.33%	63

Other funds holding BXSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

McCarter Private Wealth Services's BXSL Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Blackstone Secured Lending (BXSL) in Q2 2026, closing a stake of 23,884 shares — an estimated $566K sold.

McCarter Private Wealth Services first reported a position in BXSL in Q3 2025 and held it in 3 quarters. The position peaked at $645K in Q3 2025. 360 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

McCarter Private Wealth Services reported no remaining Blackstone Secured Lending position as of Q2 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 23,884 Blackstone Secured Lending shares in Q2 2026, an estimated $566K.
McCarter Private Wealth Services first reported a position in Blackstone Secured Lending in Q3 2025 and held it in 3 quarters.
McCarter Private Wealth Services's Blackstone Secured Lending position peaked at $645K in Q3 2025.
360 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.